{"id":4485,"date":"2025-12-12T20:09:43","date_gmt":"2025-12-12T20:09:43","guid":{"rendered":"https:\/\/fintegrity.com\/?page_id=4485"},"modified":"2026-06-23T20:07:35","modified_gmt":"2026-06-23T20:07:35","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/fintegrity.com\/?page_id=4485","title":{"rendered":"Investment Management"},"content":{"rendered":"\t\t
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Investment Management<\/h1>\t\t\t\t<\/div>\n\t\t\t\t
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Disciplined investing that gives you clarity<\/strong>, confidence<\/strong>, and the freedom<\/strong> to focus on what matters most. Meet one-on-one with a Fintegrity wealth advisor \u2014 free, no obligation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tBook My Private Consultation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Personalized Service\n\n\n\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tFintegrity provides fee-only, fiduciary investment management for families with $2 million or more in investable assets, constructing custom portfolios of individual securities designed to align with your unique goals, risk tolerance, and long-term objectives.\n\nOur patient, tax-efficient, and risk-aware management<\/a> style prioritizes your financial future. As a fee-only fiduciary, we earn no commissions or third-party compensation and are legally bound to act in your best interest. For your security, assets are held in your name with Interactive Brokers, a premier custodian.\n\nFintegrity stands apart from most RIAs by combining institutional\u2011level expertise with boutique, client\u2011focused service\u2014grounding its philosophy in behavioral finance rather than purely academic models.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Personalized Service\n\n\n\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Fintegrity offers personalized investment management for families with $2 million or more in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives.<\/p>

Our patient, tax-efficient, and risk-aware management<\/a> style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian.<\/p>

Fintegrity stands apart from most RIAs by combining institutional\u2011level expertise with boutique, client\u2011focused service\u2014grounding its philosophy in behavioral finance rather than purely academic models.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Personalized Service\n\n\n\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tFintegrity offers personalized investment management for families with $2 million or more in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives.\n\nOur patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian.\n\nFintegrity stands apart from most RIAs by combining institutional\u2011level expertise with boutique, client\u2011focused service\u2014grounding its philosophy in behavioral finance rather than purely academic models.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Disciplined investing that gives you clarity<\/b>, confidence, and the freedom<\/b> to focus on what matters most.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t
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Fintegrity\u00ae offers personalized investment management for families with $2 million or more in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives. Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian. Fintegrity\u00ae stands apart from most RIAs by combining institutional\u2011level expertise with boutique, client\u2011focused service\u2014grounding its philosophy in behavioral finance rather than purely academic models.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Investment\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Disciplined investing that gives you clarity<\/b>, confidence, and the freedom<\/b> to focus on what matters most.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tFintegrity\u00ae offers personalized investment management for families with $2 million or more in assets. We construct portfolios of high-quality securities designed to align with your unique goals, risk tolerance, and long-term objectives. Our patient, tax-efficient, and risk-aware management style prioritizes your financial future. As a fiduciary, we are legally bound to act in your best interest. For your security, assets are held with Interactive Brokers, a premier custodian. Fintegrity\u00ae stands apart from most RIAs by combining institutional\u2011level expertise with boutique, client\u2011focused service\u2014grounding its philosophy in behavioral finance rather than purely academic models.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Our Approach<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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\"Personalized<\/figure>

Personalized Portfolios<\/h3>

We begin by understanding your goals and preferences, then craft investment strategies tailored specifically to you. Every portfolio is unique to each client.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Philosophy<\/figure>

Philosophy<\/h3>

Fintegrity builds disciplined, diversified portfolios grounded in behavioral finance\u2014recognizing that investor psychology can create opportunities beyond fundamentals. We tailor strategies to each client\u2019s goals, rebalance with discretion, and favor high\u2011quality businesses and investment\u2011grade bonds to preserve wealth, manage risk, and achieve lasting growth.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Disciplined<\/figure>

Disciplined Process<\/h3>

We focus on building patient, tax-efficient, and risk-aware portfolios. To achieve this, we emphasize individual securities from high-quality businesses with sustainable cash flows and practice prudent diversification. We primarily avoid packaged products, which allows us to be more selective in our holdings, better control taxable events, and eliminate extra costs.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Risk<\/figure>

Risk Management<\/h3>

We balance growth with stability by diversifying across stocks, bonds, and cash equivalents as needed. We further manage risk through our careful security selection process.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Transparency<\/h3>

Fees are clear, predictable, and based on assets under management.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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What You Can Expect<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\"Shield<\/figure>

A discovery process to understand your goals, risk tolerance, and time horizon before any portfolio decisions are made.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Shield<\/figure>

Ongoing monitoring and rebalancing to keep portfolios aligned with your plan.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Shield<\/figure>

Integration of legacy holdings with attention to tax consequences.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Shield<\/figure>

Direct custody with Interactive Brokers, ensuring institutional-grade execution, reporting, and live access to your account.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Shield<\/figure>

Clear, informative, and responsive communication.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Schedule a 30-minute Investment Management consultation with Jeffrey Barnett.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tSchedule a Call<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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FAQ<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Can Fintegrity manage my concentrated stock position from a former employer? <\/h3><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Yes. Fintegrity routinely advises clients with concentrated equity positions from former employers, including restricted stock, ISOs, NQSOs, ESPP shares, and direct holdings.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\t\t\t\tA concentrated stock position is generally defined as a single equity holding representing more than 10% of investable net worth<\/strong> \u2014 a level at which idiosyncratic risk meaningfully degrades portfolio Sharpe ratio. Common diversification strategies we evaluate with clients include scheduled sales programs, tax-aware rebalancing across accounts, exchange funds, charitable remainder trusts (CRTs), and 10b5-1 plans where the client is still an insider.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tBecause Fintegrity manages individual securities directly<\/strong> (not commingled mutual funds), we can integrate the concentrated position into a customized portfolio rather than forcing a sale or wrapping it in a separate account. We coordinate with the client’s CPA on capital-gains timing, AMT exposure, and Section 1202 QSBS eligibility where applicable.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tFor tech executives, founders, and former corporate officers, this means concentration risk can be unwound on a tax-aware schedule that preserves after-tax wealth \u2014 typically over a multi-year horizon rather than a single liquidity event.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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How does Fintegrity handle tax-loss harvesting for individual-stock portfolios? <\/h3><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tFintegrity performs tax-loss harvesting on individual securities throughout the year,<\/strong> not just at year-end, and integrates harvest activity with each client’s broader tax picture.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tTax-loss harvesting is the practice of selling securities at a loss to offset realized capital gains and up to $3,000 per year<\/strong> of ordinary income (IRC \u00a71211(b)), with unused losses carried forward indefinitely. Because Fintegrity manages individual stocks,<\/strong> every position is independently lot-tracked at Interactive Brokers \u2014 which permits granular harvesting of specific tax lots while maintaining the same factor exposure.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tWe monitor positions for harvesting opportunities continuously and observe IRS wash-sale rules<\/strong> under \u00a71091 by replacing harvested positions with non-substantially-identical securities for the 31-day window. Realized losses and gains are reconciled against client-provided 1099-B information and shared with the client’s CPA in advance of tax season.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tFor taxable accounts, this active approach typically produces meaningful tax alpha relative to a buy-and-hold ETF or mutual fund strategy \u2014 particularly in volatile markets where intra-year drawdowns create harvest opportunities that year-end-only programs miss\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Does Fintegrity manage 401(k), IRA, and taxable accounts together as one strategy? <\/h3><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tYes. Fintegrity manages all of a client’s investment accounts \u2014 including taxable brokerage, traditional IRA, Roth IRA, SEP-IRA, inherited IRA, trust accounts, and 401(k) accounts where we have authority \u2014 as a single household-level strategy<\/strong>, with asset placement optimized across account types.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tThis is called asset location<\/strong> (distinct from asset allocation), and it can add an estimated 0.20\u20130.75% per year in after-tax return<\/strong> for taxable households (Vanguard research, 2014) by placing tax-inefficient assets (REITs, taxable bonds, high-turnover strategies) in tax-deferred accounts and tax-efficient assets (qualified-dividend equities, municipal bonds, long-term holdings) in taxable accounts.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tFor 401(k) plans where Fintegrity does not have direct trading authority, we provide allocation guidance integrated with the household strategy and rebalance recommendations on a defined schedule. We also coordinate Roth conversion strategies, Required Minimum Distributions (RMDs), and qualified charitable distributions (QCDs) across the entire family balance sheet.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\tFor HNW households with five or more investment accounts across multiple custodians, this means your portfolio behaves as one coordinated strategy rather than a collection of disconnected accounts.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t
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Disclosure<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Past performance does not guarantee future results. All investments involve risk, including possible loss of principal. Registration does not imply a certain level of skill or training.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Investment Management Disciplined investing that gives you clarity, confidence, and the freedom to focus on what matters most. Meet one-on-one […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-4485","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nInvestment Management | Individual Securities | Fintegrity<\/title>\n<meta name=\"description\" content=\"No packaged products. 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